Create user roles

When adding users to your account you may not want to give them full access to myPresences.

You can create user roles to make it quick and easy to control what areas of myPresences a person can see.  

This is also great for users who do not need to see certain parts of the platform to keep the navigation as simple as possible with only the areas they need to access visible.

By creating a role, every person you assign that role will have the same access.

Some examples of roles might be:

• Owner.  With enough access to see dashboards and reports.
• Client. Ability to see information about their business but with no setup screens.
• Review Manager. Access to managing reviews and adding new people to receive review requests.

You can create as many roles as you need.

Create a role

1. Go to the Roles tab on the Account page.
2. Click on the New button to create a new role.
3. Give the role a name. 
4. Select which areas of the platform members of this role can access.
5. Click the Save button to save your changes.

Edit a role

1. Go to the Roles tab on the Account page.
2. Select the role you wish to edit from the Roles dropdown.
3. Change the name or the areas this role can access.
4. Click the Save button to save your changes.

Changes made to roles will take affect the next time members of the role refresh their page or logs in.